Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?
From Autonomy Markets by Grayson Brulte and Walter Piecyk
March 21, 2026 · 35 min · Season 1 · Episode 80
About this episode
The episode discusses NVIDIA's role in autonomous driving and Uber's robotaxi initiatives, including their partnership with Rivian.
This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market. It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it is not the solutions provider. Uber, which has a deal with NVIDIA, clearly wants to be a robotaxi solutions partner, as they are actively preparing to deploy NVIDIA-powered robotaxis in 28 cities by 2028 across North America, Europe, Australia, and Asia. Then there is the surprise Uber/Rivian deal, which will see Uber invest up to $1.25 billion into Rivian with $300 million upfront and four milestone payments based on undisclosed achievements of certain autonomous milestones by specific dates. Closing out the show, Grayson and Walt discuss Waymo's milestone of surpassing 170 million fully autonomous miles with no safety drivers, Nuro's growing robotaxi test fleet, and the Foreign Autonomy Desk. Episode Chapters 00:00 NVIDIA GTC0 4:06 Jensen Huang; NVIDIA is Not a Solutions Provider 11:23 Uber/NVIDIA Partnership…
People in this episode
Hosts: Grayson Brulte, Walter Piecyk
Topics covered
- autonomous driving
- robotaxi market
- NVIDIA
- Uber
- Rivian
- Waymo
- Nuro
Keywords
- NVIDIA
- Uber
- Rivian
- robotaxi
- autonomous driving
- Waymo
- Nuro
Mentioned in this episode
Organizations: NVIDIA, Uber, Rivian, Waymo, Nuro, Foreign Autonomy Desk
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